Remitly Global Set to Report Q3 Earnings: What's in Store?

Remitly Global (RELY) is scheduled to report its Q3 2025 earnings on November 5, with consensus estimates projecting $412.4 million in revenue, a 22.6% year-over-year increase driven by higher transaction volumes, customer growth, and the recent U.S. business launch, alongside an EPS of 2 cents, a 100% surge attributed to expanded margins. Despite a Zacks Rank #1 and a history of significant earnings surprises, the company's 0.00% Earnings ESP means Zacks' model does not conclusively predict an earnings beat for this quarter. Separately, Payoneer Global (PAYO) and Bitdeer Technologies Group (BTDR) are highlighted as other business services stocks with potential for earnings beats this season.

Analysis

Remitly Global (RELY) is scheduled to release its third-quarter 2025 results on November 5, with consensus estimates pointing to significant growth. Revenue is projected at $412.4 million, a 22.6% year-over-year increase, driven by anticipated higher send volume, increased transaction fees, foreign exchange spreads, robust active customer growth, and the strategic shift towards digital money transfer platforms. The U.S. business launch in Q2 2025 is also expected to boost average transaction sizes and customer value.

Earnings per share are forecasted at 2 cents, representing a substantial 100% year-over-year upsurge, primarily attributed to expanded margins. Despite RELY's impressive historical earnings surprise record, including a 116.7% beat in Q3 2024, Zacks' model does not conclusively predict an earnings beat for this quarter due to a 0.00% Earnings ESP, even with the company holding a Zacks Rank #1 (Strong Buy).

The article also highlights other Business Services sector stocks with potential for earnings beats. Payoneer Global (PAYO) is expected to report $263.5 million in revenue (6.1% YoY growth) and 6 cents EPS (45.5% YoY decline), while Bitdeer Technologies Group (BTDR) anticipates over 100% revenue growth to $161.1 million, narrowing its loss to 22 cents per share. Both PAYO and BTDR carry a Zacks Rank of 3 and positive Earnings ESPs of +1.63% and +27.27% respectively, suggesting a higher probability of beating estimates according to the model.

Key Decisions for Investors

• Monitor Remitly Global's (RELY) Q3 2025 earnings report on November 5 closely, scrutinizing actual revenue and EPS against consensus estimates and the model's non-conclusive beat prediction.
• Evaluate the sustainability of RELY's growth drivers, such as send volume, customer acquisition, and margin expansion, to gauge long-term operational health beyond the immediate earnings report.
• Consider the potential for short-term trading opportunities in Payoneer Global (PAYO) and Bitdeer Technologies Group (BTDR) around their respective earnings dates, given their positive Earnings ESPs and Zacks Rank 3, which suggest a higher likelihood of an earnings beat.